#ABOUTTHEROLE

Part of the Client Management department, the responsibilities of a Client Manager (Case Executive) include identifying international private clients’ needs in advance and explain all process to the Client, being a trusted partner along the way. Assuming ownership for the Client journey, will act as an onboarding specialist demonstrating excellent communication skills, organization and detail-orientation skill. Must be passionate about customer service of excellency.

#ABOUTTHECHALLENGE

• Guide in supporting new clients through processes of onboarding consultation accordingly with citizenship/residency program chosen.
• Review options for investment solutions.
• Manage admin key tasks: request documents for all mandatory local procedures; submit data and information, update internal communication portals and keep the Client updated regarding the status of application and processes.
• Keep Clients on the loop at all stages of the process briefing them on all pertinent matters and engage with them on different occasions regarding different subjects critical to the process, directly or indirectly.
• Partnership work with law firms, real estate, funds and other internal teams to develop strong hold of the client’s process.
• Develop a thorough understanding of our programs and service offerings to better inform and assure the client.
• Seek further bank relationships.
• Billing support.
• Reviewing support materials provided by marketing for outdated information.
• Reporting regarding each case progress and client satisfaction, being attentive to both Client's needs, pain points and feedback, for an efficient and fast response.

#ABOUTYOU

• High level of English, written and spoken.
• Ability to adapt, interact and manage with different types of individuals from differentiated cultures.
• Ability to design and implement adequate consulting strategies for each process stage.
• Strong verbal and written communication.
• Good interpersonal skills, evidencing leadership, proactivity and confidence to the Client's portfolio. Thus, creating a trusting long term relationship.
• A working knowhow of local administrative framework.
• Strong eye for detail and troubleshooting attitude.
• The ability to take/provide constructive and positive feedback.
• Skill in communicating effectively in writing, using audience-appropriate language and terminology and with a variety of personalities across all levels of the organization.
• Able in managing time and multiple work streams and meeting various deadlines, with fast pace processes.
• Ability to solve problems creatively and effectively.
• Right-minded teamwork mindset
• Strong work ethic.
• Ability to read each Client and adequate offering according to the Client's way of being.

#ALSOYOU

• Independent: showed able to organize oneself.
• Doer: you have to love getting results yourself.
• Flexibility: Ready to adapt to a variety of tasks.
• Focused: values more stability, than the shiny new opportunities that pop up.

#OUROFFER

• Join a multidisciplinary team in a multinational environment.
• Fast-paced, highly structured and dynamic business environment.
• Comfortable office, located in a prestigious area in Lisbon, with a very easy access by public transportation (metro, bus, train and boat).

#OURVALUES

• Client Centric: strive to understand the clients and offer them the best solutions, taking into consideration that each person's needs are unique.
• Coachable: Open to receiving training and constant small improvements, even if experienced.
• Independent: able to organize oneself without “babysitter”
• Doer: you have to love getting results yourself.
• Flexibility: Ready to adapt to a variety of tasks.
• Focused: values more stability, than the shiny new opportunities that pop up.